JNBA Financial Advisors’s Otter Tail OTTR Stock Holding History

JNBA Financial Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130K	Sell	1,444 -271	-16%	-$23.9K	0.01%	223
2026 Q1	$151K	Hold	1,715	–	–	0.01%	204
2025 Q4	$139K	Hold	1,715	–	–	0.01%	207
2025 Q3	$141K	Hold	1,715	–	–	0.01%	198
2025 Q2	$132K	Sell	1,715 -115	-6%	-$8.98K	0.01%	198
2025 Q1	$147K	Buy	1,830 +115	+7%	+$9.11K	0.02%	188
2024 Q4	$127K	Hold	1,715	–	–	0.01%	198
2024 Q3	$134K	Hold	1,715	–	–	0.01%	202
2024 Q2	$150K	Buy	1,715 +311	+22%	+$27.2K	0.02%	198
2024 Q1	$121K	Hold	1,404	–	–	0.01%	216
2023 Q4	$119K	Hold	1,404	–	–	0.01%	217
2023 Q3	$107K	Hold	1,404	–	–	0.01%	219
2023 Q2	$111K	Hold	1,404	–	–	0.01%	219
2023 Q1	$101K	Hold	1,404	–	–	0.01%	230
2022 Q4	$82.4K	Hold	1,404	–	–	0.01%	241
2022 Q3	$86K	Hold	1,404	–	–	0.01%	235
2022 Q2	$94K	Hold	1,404	–	–	0.01%	228
2022 Q1	$88K	Hold	1,404	–	–	0.01%	235
2021 Q4	$100K	Hold	1,404	–	–	0.01%	235
2021 Q3	$79K	Hold	1,404	–	–	0.01%	247
2021 Q2	$69K	Buy	1,404 +789	+128%	+$37.8K	0.01%	258
2021 Q1	$28K	Hold	615	–	–	﹤0.01%	349
2020 Q4	$26K	Hold	615	–	–	﹤0.01%	334
2020 Q3	$22K	Hold	615	–	–	﹤0.01%	328
2020 Q2	$24K	Hold	615	–	–	0.01%	309
2020 Q1	$27K	Hold	615	–	–	0.01%	278
2019 Q4	$32K	Hold	615	–	–	0.01%	294
2019 Q3	$33K	Hold	615	–	–	0.01%	279
2019 Q2	$32K	Hold	615	–	–	0.01%	286
2019 Q1	$31K	Hold	615	–	–	0.01%	281
2018 Q4	$31K	Buy	+615	New	+$29.4K	0.01%	258
2017 Q4	–	Sell	-40	Closed	-$2K	–	484
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	443
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	425
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	432
2016 Q4	$2K	Buy	+40	New	+$1.49K	﹤0.01%	453
2016 Q3	–	Sell	-40	Closed	-$1K	–	1641
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	489
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	517
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	498
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	505
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	506
2015 Q1	$1K	Hold	40	–	–	﹤0.01%	509
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	522
2014 Q3	$1K	Hold	40	–	–	﹤0.01%	559
2014 Q2	$1K	Hold	40	–	–	﹤0.01%	485
2014 Q1	$1K	Hold	40	–	–	﹤0.01%	456
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	417
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	405
2013 Q2	$1K	Buy	+40	New	+$1.18K	﹤0.01%	359

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JNBA Financial Advisors's OTTR Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Otter Tail (OTTR) stake by 16% in Q2 2026, selling an estimated $23.9K and leaving 1,444 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #223.

JNBA Financial Advisors first reported a position in OTTR in Q2 2013 and has held it in 48 quarters since. The position peaked at $151K in Q1 2026. 89 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

JNBA Financial Advisors held 1,444 shares of Otter Tail worth $130K as of Q2 2026.
JNBA Financial Advisors sold 271 Otter Tail shares in Q2 2026, an estimated $23.9K.
Otter Tail made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #223 holding.
JNBA Financial Advisors first reported a position in Otter Tail in Q2 2013 and has held it in 48 quarters since.
JNBA Financial Advisors's Otter Tail position peaked at $151K in Q1 2026.
89 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.